Phase 1

🚀 BullsEye Phase 1

Objective: A conversational interface for Zerodha Kite API users, offering real-time analytics, portfolio management, and research tools.

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1. Real-Time Market Data Component

Purpose: Deliver live market insights for equities, derivatives, and indices.

UI Elements	Added Parameters	User Queries	API Sources
LTP, % Change, Net Change	IV (for options), Beta	“Show IV for BANKNIFTY 45,000 CE”	KiteTicker WebSocket
Top 10 Bids/Asks	Order flow imbalance	“Is Reliance seeing buy-side pressure?”	kite.quote()
OHLC + VWAP	Pivot Points (PP, R1, R2, S1, S2)	“Calculate pivot points for NIFTY”	kite.ohlc()
Volume + 52W High/Low	Volume shock alerts (200%+ avg)	“Highlight stocks with volume surge”	External: NSE/BSE APIs
Sector Performance Heatmap	Real-time sector momentum	“Show top 3 sectors today”	Custom aggregation

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2. Portfolio & Positions Dashboard

Purpose: Holistic view of holdings, margins, and risk exposure.

UI Elements	Added Parameters	User Queries	API Sources
Holdings: Qty, LTP, P&L	Cost basis, Tax liability	“Estimate STCG tax for today’s trades”	kite.holdings()
Realized vs. Unrealized P&L	Sharpe Ratio, Max Drawdown	“Calculate my portfolio’s Sharpe ratio”	kite.positions()
Margin Utilization	Span margin, Exposure margin	“Show margin blocked for ICICI Bank futures”	kite.margins()
Asset Allocation Pie Chart	Equity/Debt/F&O split	“Break down my portfolio by asset class”	Custom logic + kite.holdings()
Order History (Last 30 days)	Trade efficiency (slippage)	“Review my last week’s order execution”	kite.orders()

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3. Watchlist & Screener Component

Purpose: Track custom instruments and discover opportunities.

UI Elements	Added Parameters	User Queries	API Sources
Custom Watchlists (Drag/Drop)	EV/EBITDA, Piotroski Score	“Find high-growth small-caps (PEG < 1)”	Kite: kite.ltp()
Prebuilt Screens (e.g., “RSI Oversold”)	Volume-Weighted MACD	“Screen for bullish MACD crossovers”	External: Alpha Vantage/Yahoo Finance
Heatmaps (Gainers/Losers)	Short interest, Delivery %	“Show stocks with high delivery volume”	NSE/BSE APIs + Custom DB
Alerts Log (Price/Indicator)	Backtested alert reliability	“Notify if Tata Steel crosses ₹150”	Custom engine + Webhooks

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4. Historical Data & Charting

Purpose: Technical analysis with advanced visualization.

UI Elements	Added Parameters	User Queries	API Sources
Interactive Candlestick Charts	Heikin-Ashi, Renko bricks	“Plot Renko chart for Axis Bank (₹10 brick)”	Kite: kite.historical_data()
30+ Indicators (RSI, MACD, etc.)	Custom scripts (Python/JS)	“Add Supertrend (10,3) to chart”	External: TradingView Lightweight Charts
Correlation Matrix	Rolling beta, covariance	“Compare Infosys with Nasdaq”	Yahoo Finance/Alpha Vantage
Event Annotations (Dividends, Splits)	Earnings dates, news events	“Mark Q4 results on chart”	External: Earnings calendars (Moneycontrol)

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5. Fundamentals & Company Profile

Purpose: Deep dive into financial health and valuations.

UI Elements	Added Parameters	User Queries	API Sources
Financial Ratios (P/E, ROE, etc.)	Cash conversion cycle, FCF yield	“Analyze HUL’s working capital efficiency”	Tickertape/Screener.in APIs
Income Statement Trends	EBITDA margin, Revenue CAGR	“Show Reliance’s revenue growth (5Y)”	FMP Cloud/Alpha Vantage
Shareholding Pattern	Pledge details, Insider trades	“Track promoter pledging in Adani stocks”	BSE/NSE filings + PRIME Database
Dividend History	Yield vs. sector avg.	“List consistent dividend payers (10Y+)”	External: Investing.com APIs

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🧩 Component Summary Table

Component	Key Features	API Sources	Critical Enhancements
Real-Time Market Data	IV, Pivot Points, Order Flow Imbalance	KiteTicker, kite.quote(), NSE/BSE APIs	Volatility-adjusted alerts
Portfolio Dashboard	VaR, Tax Calculator, Sharpe Ratio	kite.holdings(), kite.margins(), kite.positions()	Risk analytics integration
Watchlist & Screener	Combo Screeners, Peer Comparison, Backtested Alerts	Kite LTP + Alpha Vantage/Yahoo Finance + Custom DB	Multi-timeframe scanning
Historical Charting	Backtesting, Pattern Recognition, Multi-Asset Overlays	Kite historical_data() + TradingView/Yahoo Finance	Strategy simulation engine
Fundamentals	Ownership Trends, ESG Scores, Analyst Forecasts	Tickertape, FMP Cloud, BSE/NSE Filings	Forecast models + sustainability metrics

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⚙️ Implementation Roadmap

1. Data Pipeline:
   • Cache Kite API responses (Redis/Memcached) to handle rate limits.
   • Use Celery for async tasks (e.g., historical data fetching).
2. Third-Party Integration:
   • Alpha Vantage for global data, FMP Cloud for fundamentals.
   • News API (e.g., Newsdata.io) for sentiment analysis.
3. UI/UX:
   • React-based dashboard with drag-and-drop watchlists.
   • TradingView widgets for charting.
4. Security:
   • Encrypt API keys/secrets (AWS KMS/Hashicorp Vault).
   • OAuth 2.0 for Zerodha login.

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